Aditya Birla Sun Life Low Duration Fund - Institutional Plan - Growth vs Kotak Business Cycle - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Kotak Business Cycle - Direct Plan - Growth appears stronger based on its higher star rating of 5 and impressive 3-year CAGR of 17.77%, compared to Aditya Birla Sun Life Low Duration Fund - Institutional Plan - Growth's lower star rating of 1 and 3-year CAGR of 6.59%. However, Aditya Birla's fund has a higher 1-year return of 9.59% compared to Kotak's 6.73%, but this comes with a higher expense ratio of 1.04% versus Kotak's 0.7393%. Investors should consider the tradeoff between the higher potential returns of Aditya Birla's fund against the stronger overall performance and lower costs of Kotak's fund.
Aditya Birla Sun Life Low Duration Fund - Institutional Plan - Growth
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Thematic
Kotak Business Cycle - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Thematic
| Metric | Aditya Birla Sun Life ... | Kotak Business Cycle -... |
|---|---|---|
| NAV | ₹17.03 | ₹18.71 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.04% | 0.7393% |
| AUM | ₹1,725 Cr | ₹3,413 Cr |
| 1M Return | -4.7% | +3.7% |
| 3M Return | +2.96% | +0.27% |
| 6M Return | +16.72% | +9.23% |
| 1Y Return | +9.59% | +6.73% |
| 3Y CAGR | +6.59% | +17.77% |
| 5Y CAGR | +5.83% | — |
| Risk Level | — | — |
| Fund Manager | Dhaval Gala | Pankaj Tibrewal |